Member Info for lordloadsoflolly

Dontshootme - you should put your cat on YouTube immediately. Instant second income for you!

Online store sales growth is encouraging, but still not that big in the scheme of things. What we need to hear is significant sales growth from Opti's bigger partners. So the largest actually start generating the sort of figures SOH has bandied around for ages now.

I don't see anything that'll move the dial significantly here - at least not until 16 May (pre-IND meeting with FDA on CIDP) - & more importantly Lupozor's Type C meeting on 7 June. 6p this month? Not a hope.

Topcatz - answer, as always, is once investors actually start receiving special dividends (as opposed to regular RNSs, announcing progress with TEK's holdings, yet failing (so far) to have ANY positive impact on TEK's share price.

Walp - I get where you're coming from. But some of the recent drop in SMT has been down to worsening investor sentiment. And if an "apocalyptic scenario" led to the total loss of half SMT's unlisted holdings, the share price would fall by far more than half the 30% it holds in unlisteds. It's more about confidence & sector fashionability than raw numbers right now.

lambo222 - in out, in out, shake it all about.

scoredagainsteps & MaverickD - you do realise both your posts are total speculation? I don't see anything that'll move the dial significantly here - at least not until 16 May (pre-IND meeting with FDA on CIDP) - & more importantly Lupozor's Type C meeting on 7 June.

AquaeSulis01 - regardless of in-house developments, it shouldn't take any auditor long to run through Opti's accounts. Not like there's many sales orders to verify.

dobbin46 - I very much doubt they'd answer skid25's points, even though they're the exact questions the Board should have been asking themselves some time ago.

lambo222 - in out, in out, shake it all about.

rizq786 - I hope you're right when you say "the more of those that get listed we will be able to monetise either through sale of shares or special dividend at some point" and I remain a holder for now. My main concern is that TEK's presumably looking to add new holdings once one or two of its existing companies have been divested. So they could plough share sale proceeds back into these new ventures, rather than paying out existing investors.Which is why I've been saying for ages we need some sort of timescale from them as to when to expect our initial special dividend.

lambo222's been doing the hokey cokey on IMM for years. In out, in out, shake it all about.

MaximusD - interesting you mention Walkers "less salt" crisps (45% less). Has anyone else tried them? The salt & vinegar ones were really quite different from their standard version and I didn't care for them at all. They lack the sharpness and have a strange aftertaste. Online reviews are mixed, though generally positive. Can't think why (unless they're mainly Walkers employees!)

MaximusD - I agree. No-one logical can argue a big order from a major US retailer at 60% GM is anything other than positive. The question is, positive for whom? Certainly for Microsalt. But whether that trickles down & boosts TEK's valuation is more debatable. Lucyd won some major sales orders & distribution deals since its own IPO. But it's had zero positive impact on TEK's share price to date.

DORSETLSE - like any business, the impact of key personnel leaving largely hinges on how thorough succession planning was. I'd question your Woodford example by the way. He hardly covered himself in glory subsequently and few would describe him as a "Star Manager" now. So any impact on Invesco was perhaps more down to sectors becoming less fashionable and luck in Woodford's original strategy & timing. WALP - I'd still argue SMT is NOT a tech fund, though it does have a fairly heavy weighting in that sector: hTTps://markets.ft.com/data/investment-trust/tearsheet/holdings?s=SMT:LSE

wildbunch - thanks. That's a fair summary of the potential risks & benefits.

MaximusD - IMHO the retailer's due diligence will already have established Microsalt's ability to scale. In which case, product sales & repeat purchase levels in trial stores will determine rollout size.

in4themoney - you've based your opinion on the last 2 years (which is obviously one way of looking at it). Whereas I've looked at the last 10 years & reached a very different conclusion. A lot of it's down to when you bought in really. If that was any time after November 2021, you're much more likely to feel peeved. But as this is (& always has been) clearly marketed as a trust with a five year+ investment horizon, I'd argue it's premature to make your mind up after two. In terms of diversity, you could probably say something similar about Berkshire Hathaway in the US or Terry Smith (Fundsmith) in the UK. But over the years, you'd have done OK with either.

It's always easier to criticise during periods of underperformance. I didn't see many posts accusing SMT of being on the wrong track when the share price rose from £5 to £15 in just 18 months. This time 10 years ago the share price was around £1.60. Some willl argue that in 5 years' time it'll be back there. Others, that it could revisit its previous peak by then. Maybe best to wait & see, rather than all of us turning overnight into self-proclaimed armchair managers!

draye - there's no comparison with their 2018 trial, as IMM would no longer have the US rights even if the drug eventually proved successful.